+60.5%
XOM vs JEPQ
+70.7%
-10.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.4% |
| 7D | +4.1% | -0.2% | +4.2% | +4.1% |
| 30D | +4.6% | +0.8% | +3.8% | +4.5% |
| 3M | +14.0% | +4.0% | +10.0% | +13.4% |
| 6M | +11.0% | +10.4% | +0.6% | +9.3% |
| YTD | +40.7% | +11.4% | +29.3% | +38.1% |
| 1Y | +52.3% | +18.9% | +33.4% | +46.6% |
| 3Y | +60.5% | +70.3% | -9.8% | +47.9% |
| All | +60.5% | +70.7% | -10.2% | +47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPQ.
Daily Out/Under-Performance
Portfolio return minus JEPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded JEPQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling